CB
Charles B Dunn
CRD 5663087
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Intergy Private Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Intergy Private Wealth, Llc
Managing Member · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗